See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,356 | $107,934-83.9% | $91,989-81.1% | $152,861-88.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 29.05% | 89.24%-60.2pp | 69.02%-40.0pp | 345.32%-316.3pp |
| Employer contribution / active EE | $4,129 | $4,210-1.9% | $3,452+19.6% | $4,762-13.3% |
| Participant deferral / active EE | $6,488 | $6,364+1.9% | $5,923+9.5% | $5,850+10.9% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |